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Building 2PHYSICIAN WEALTH SOLUTIONS

Map pin
Phone404-386-7641
NotebookSEC #801-109977
Total AUM
$298.9M
Employees
1
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
404-386-7641

ReceiptFinancials

Total AUM
$298.9M
Accounts
459
Discretionary
$298.9M
Accounts
459
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$10.3M
HNW Individual Clients
77
AUM
$288.6M
Pension/Profit Sharing Plan Clients
2
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMAMDNCNVPATNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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